Solid Know How™

Article#121

Solid Journey Plan™

Introduction:
You've worked hard to build up your customer base yet if sales people are skipping stops you will not be making sales. Use Solid Journey Plan, an integral part of Solid Route Accounting to:

• Create a stop order list
• Monitor route sales stops
• Identify missed customers
• Sales person's results

Features:

Solid Journey Plan™ provides for:

• Customer Stops
  • Define customer stops and the order of stops for your route sales staff
  • Monitor progress including where the staff member has stopped and where they are going next
  • Determine skipped stops and the reason for skipping
• Customer Coverage
  • Define any customer's visit frequency
  • Automatically generate the customer stop list
    
  • Automatically allow for holidays. For example, if the customer's regular stop falls on a holiday, the system will move that stop to the next day
• Solid Sales Pro - In concert with Solid Sales Pro, Solid Journey Plan will:
  • Prompt a sales person to make a stop
  • Permit the sales person to apply a reason for skipping
  • Allow sales person to return to this stop later
• Reports
  • Order the 'Stop Analysis Report' for a single day or for any period
  • Report on order of stops, amount sold, gross margin, date of last stop
  • Show totals by route and sales person for day and week
  • Easily compare one sales person's results to others and the team

Benefits:

• Ensure customers are visited even when holidays intervene
• Know in what order the visits were made
• Easily answer questions in the office to customers who call in
• Know when your route sales person normally visits and if the store has been visited

Now Available for:

• Solid Route Accounting™ - Enterprise Edition

Available Soon for:

• Solid Route Accounting - Dynamic 3i Edition
• Solid Route Accounting - QuickBooks Enterprise Edition
• Solid Route Accounting - Microsoft Dynamics GP Edition

Related Articles

No related articles were found.

Attachments

No attachments were found.

Visitor Comments

No visitor comments posted. Post a comment